Tower Research Capital (TRC)’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

Tower Research Capital (TRC)’s Portfolio SHRY Stock Details SHRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-62	Closed	-$2.46K	–	5884
2024 Q4	$2.46K	Hold	62	–	–	﹤0.01%	4834
2024 Q3	$2.56K	Hold	62	–	–	﹤0.01%	4973
2024 Q2	$2.35K	Hold	62	–	–	﹤0.01%	5017
2024 Q1	$2.37K	Hold	62	–	–	﹤0.01%	5055
2023 Q4	$2.14K	Hold	62	–	–	﹤0.01%	5266
2023 Q3	$1.92K	Hold	62	–	–	﹤0.01%	5242
2023 Q2	$2.01K	Hold	62	–	–	﹤0.01%	5270
2023 Q1	$2K	Hold	62	–	–	﹤0.01%	5416
2022 Q4	$2K	Hold	62	–	–	﹤0.01%	5440
2022 Q3	$2K	Hold	62	–	–	﹤0.01%	5630
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	5621
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	5620
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	5685
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	5305
2021 Q2	$2K	Buy	+62	New	+$1.96K	﹤0.01%	5086

Other funds holding SHRY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tower Research Capital (TRC)'s SHRY Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q1 2025, closing a stake of 62 shares — an estimated $2.46K sold.

Tower Research Capital (TRC) first reported a position in SHRY in Q2 2021 and held it in 15 quarters. The position peaked at $2.56K in Q3 2024. 17 funds tracked by Wall St. Rank hold SHRY as of Q1 2025.

Tower Research Capital (TRC) reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 62 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q1 2025, an estimated $2.46K.
Tower Research Capital (TRC) first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q2 2021 and held it in 15 quarters.
Tower Research Capital (TRC)'s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $2.56K in Q3 2024.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.